thread Re: Custom Daily Email Reports? in Payments Troubleshooting

Custom Daily Email Reports?

roughdraftny — Sat, 20 Sep 2025 18:54:55 GMT

Hi! Just wondering if anyone knows of a way to set up custom daily reports to be emailed to the account owner AND/OR to another email address. For example, if I want my book buyer to be able to see daily sales in only the book category, or my baker to be able to see daily pastry sales, without them having to log in and run the report themselves. I've played around with the Custom Reports section in dashboard, but there doesn't seem to be a way to make them a regular daily email. Thanks for any insight folks can provide!

Re: Custom Daily Email Reports?

TheRealChipA — Wed, 15 Jan 2025 19:39:43 GMT

Hey there @roughdraftny. Currently there is no scheduled report mechanism in Square reporting. Your team members will have to run the reports themselves, or you will have to do it for them. If you are so inclined, you can head over to the Ideate Board and submit a feature request for the future product roadmap. This will get the ball rolling on an evaluation and decision process. FYI, your question did cause me to wonder if maybe a third-party developer had developed this. Alas, I could not find anything in the Square App Marketplace, either.

Re: Custom Daily Email Reports?

Summer2024 — Fri, 17 Jan 2025 16:30:38 GMT

Hi @roughdraftny ! 👋

@TheRealChipA is 100% correct here! There currently is no ability to do scheduled reporting. Definitely head over to ideate to provide this suggestion if you haven't already!